Average annual returns
Through 20251 year
14.57%
3 year
11.85%
5 year
7.16%
10 year
8.88%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
10.06%
Sharpe
1.28
Sortino
2.38
Max drawdown
-23.77%
Best month
13.29%
Worst month
-16.11%
Beta vs VTIAX
0.82
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.